Anfield Dynamic Fixed Income ETF
ADFI
ADFI was delisted on the 23rd of July, 2026.
7 hedge funds and large institutions have $46M invested in Anfield Dynamic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
8% more capital invested
Capital invested by funds: $42.6M → $46M (+$3.45M)
0.35% less ownership
Funds ownership: 102.31% → 101.96% (-0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.54M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.96K |
| 3 |
JP Morgan Chase
New York
|
+$3.63K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.31K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$347 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$296K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$187K |
| 3 |
MWM
Mosley Wealth Management
Anaheim,
California
|
-$5.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $43.4M | +$2.54M | +293,259 | +6% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $1.79M | -$187K | -21,558 | -10% |
|
|
MWM
3
Mosley Wealth Management
Anaheim,
California
| $611K | -$5.24K | -604 | -0.8% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $184K | +$1.31K | +151 | +0.7% |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $28.7K | +$6.96K | +803 | +33% |
|
|
6
JP Morgan Chase
New York
| $3.67K | +$3.63K | +419 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $351 | +$347 | +40 | New |
|
|
8
Jane Street
New York
| – | -$296K | -34,883 | Closed |
|
ADFI Hedge Fund Activity: Q3 2024 in Review
7 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Anfield Dynamic Fixed Income ETF (ADFI) for Q3 2024, worth a combined $46M — up 8.1% from $42.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ADFI positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.54M. The largest seller was Jane Street, exiting entirely with an estimated $296K sold.
- 7 institutional investors held Anfield Dynamic Fixed Income ETF (ADFI) as of Q3 2024, up from 6 in Q2 2024.
- Funds reported $46M of Anfield Dynamic Fixed Income ETF stock for Q3 2024, up 8.1% quarter-over-quarter.
- 2 funds opened new Anfield Dynamic Fixed Income ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest Anfield Dynamic Fixed Income ETF buyer in Q3 2024 was Foundations Investment Advisors, an estimated $2.54M added.
- The largest Anfield Dynamic Fixed Income ETF seller in Q3 2024 was Jane Street, an estimated $296K sold.
Based on aggregated 13F filings for Q3 2024.